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Resreach | Trades | And All Other Market Stuff Simplified | News | Pakistan 🇵🇰
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𝐏𝐚𝐤𝐢𝐬𝐭𝐚𝐧 𝐜𝐨𝐧𝐟𝐢𝐫𝐦𝐬 𝐥𝐚𝐮𝐧𝐜𝐡 𝐨𝐟 #𝐫𝐮𝐩𝐞𝐞 -𝐛𝐚𝐜𝐤𝐞𝐝 𝐬𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧
Pakistan’s crypto regulator says the country will definitely issue a stablecoin backed by rupee.
The Pakistan Virtual Assets Regulatory Authority (PVARA), led by Bilal Bin Saqib, announced that the stablecoin will be fully collateralized by Pakistani rupees aiming to integrate virtual-asset technology with national finance and improve digital payment infrastructure. In addition to the stablecoin, authorities say they are also working on a Central Bank Digital Currency (CBDC) rollout showing Pakistan’s ambition to modernize its financial system and embrace crypto-friendly policies.
The initiative is framed as a tool to deepen financial inclusion, streamline remittances, and support digital commerce across the country. If successful, this could position Pakistan among the first emerging economies to combine national-currency stablecoins with regulated digital-asset frameworks.
#PakistanCrypto
Pakistan’s crypto regulator says the country will definitely issue a stablecoin backed by rupee.
The Pakistan Virtual Assets Regulatory Authority (PVARA), led by Bilal Bin Saqib, announced that the stablecoin will be fully collateralized by Pakistani rupees aiming to integrate virtual-asset technology with national finance and improve digital payment infrastructure. In addition to the stablecoin, authorities say they are also working on a Central Bank Digital Currency (CBDC) rollout showing Pakistan’s ambition to modernize its financial system and embrace crypto-friendly policies.
The initiative is framed as a tool to deepen financial inclusion, streamline remittances, and support digital commerce across the country. If successful, this could position Pakistan among the first emerging economies to combine national-currency stablecoins with regulated digital-asset frameworks.
#PakistanCrypto
PINNED
⚠️THE REAL REASON BEHIND THE $200B MARKET DUMP
Most people saw the crash... BUT nobody saw what caused it.
So we explain the part the market is missing!🔥
$BTC
Most people saw the crash... BUT nobody saw what caused it.
So we explain the part the market is missing!🔥
$BTC
🇺🇸Major macro us data for this week :
🚨 FOMC AND INTEREST RATE DECISION WEDNESDAY
- Tuesday :
🔹ADP Employment Change Weekly
🔹JOLTs Job Openings and Quits
- Wednesday :
🔹FOMC Economic projections
🚨 FED Interest rate decision and press conference
- Thursday :
🔹Balance of Trade
🔹Jobless claim
$BTC
🚨 FOMC AND INTEREST RATE DECISION WEDNESDAY
- Tuesday :
🔹ADP Employment Change Weekly
🔹JOLTs Job Openings and Quits
- Wednesday :
🔹FOMC Economic projections
🚨 FED Interest rate decision and press conference
- Thursday :
🔹Balance of Trade
🔹Jobless claim
$BTC
Trump's election just recently passed its one year anniversary.
Back in 2016, during his first election, BTC rallied 946% in one year..
If we compare it to 2024 election, the performance is very different, with only 49%
And it's even lower today... can we go back to 2016/2017 please 🙏
$BTC
Back in 2016, during his first election, BTC rallied 946% in one year..
If we compare it to 2024 election, the performance is very different, with only 49%
And it's even lower today... can we go back to 2016/2017 please 🙏
$BTC
JPMORGAN ANALYSTS EYE $170K $BTC IN 2026
Analysts led by Nikolaos Panigirtzoglou
JPMorgan analysts led by Nikolaos Panigirtzoglou project Bitcoin could reach ~$170,000 within 6-12 months, per Bloomberg based on a gold valuation comparison.
The call comes after one of the most violent shakeouts in Bitcoin’s history.
Weak hands get flushed. Conviction gets rewarded. Every cycle.
$BTC
Analysts led by Nikolaos Panigirtzoglou
JPMorgan analysts led by Nikolaos Panigirtzoglou project Bitcoin could reach ~$170,000 within 6-12 months, per Bloomberg based on a gold valuation comparison.
The call comes after one of the most violent shakeouts in Bitcoin’s history.
Weak hands get flushed. Conviction gets rewarded. Every cycle.
$BTC
The Entire World Got China's Crypto Crackdown Backwards
Wall Street. The Fed. Every major analyst. All wrong.
Not partially wrong. Directionally wrong.
IMF Working Paper WP/25/141 just revealed what nobody wanted to see:
China is not hemorrhaging capital through stablecoins.
China is RECEIVING it.
$18 billion NET INFLOWS.
Read that again.
The "$50 billion capital flight" narrative that shaped every institutional thesis, every regulatory response, every geopolitical analysis for five years traces to a 2020 footnote covering ALL of East Asia, explicitly labeled "an absolute ceiling."
It was never confirmed. It was never China-specific. It was never accurate.
The IMF found $153 billion in gross flows. Chainalysis found $28 billion. A 5.5x gap. Why? Chainalysis assumes no VPN usage. In China. Where ALL exchange access requires VPNs.
The methodology was broken from day one.
Now the pattern nobody can explain:
Every Chinese crypto ban since 2013 has been followed by Bitcoin reaching new all-time highs.
2013 ban: Bitcoin hit $19,783. 2017 ban: Bitcoin hit $19,783. 2021 ban: Bitcoin hit $68,789. 2025 ban: Bitcoin holds six figures.
Four years after "comprehensive prohibition," China still runs 14 to 21 percent of global hashrate. 59 million users. $75 billion in OTC volume.
Beijing is not building a wall.
Beijing is building a gate.
Hong Kong processes institutional tokenization while retail stays blocked. State brokerages obtain crypto licenses while individuals face prosecution. Yuan stablecoins launch in Kazakhstan while dollar stablecoins get criminalized domestically.
This is not isolation. This is monetary sovereignty competition on terms the West has not yet recognized.
The consensus is positioned for permanent bifurcation.
The evidence points to adjustable aperture.
Fortunes will be made and lost on which interpretation proves correct.
The data is public. The pattern is clear. The question is who adjusts first.
$BTC
Wall Street. The Fed. Every major analyst. All wrong.
Not partially wrong. Directionally wrong.
IMF Working Paper WP/25/141 just revealed what nobody wanted to see:
China is not hemorrhaging capital through stablecoins.
China is RECEIVING it.
$18 billion NET INFLOWS.
Read that again.
The "$50 billion capital flight" narrative that shaped every institutional thesis, every regulatory response, every geopolitical analysis for five years traces to a 2020 footnote covering ALL of East Asia, explicitly labeled "an absolute ceiling."
It was never confirmed. It was never China-specific. It was never accurate.
The IMF found $153 billion in gross flows. Chainalysis found $28 billion. A 5.5x gap. Why? Chainalysis assumes no VPN usage. In China. Where ALL exchange access requires VPNs.
The methodology was broken from day one.
Now the pattern nobody can explain:
Every Chinese crypto ban since 2013 has been followed by Bitcoin reaching new all-time highs.
2013 ban: Bitcoin hit $19,783. 2017 ban: Bitcoin hit $19,783. 2021 ban: Bitcoin hit $68,789. 2025 ban: Bitcoin holds six figures.
Four years after "comprehensive prohibition," China still runs 14 to 21 percent of global hashrate. 59 million users. $75 billion in OTC volume.
Beijing is not building a wall.
Beijing is building a gate.
Hong Kong processes institutional tokenization while retail stays blocked. State brokerages obtain crypto licenses while individuals face prosecution. Yuan stablecoins launch in Kazakhstan while dollar stablecoins get criminalized domestically.
This is not isolation. This is monetary sovereignty competition on terms the West has not yet recognized.
The consensus is positioned for permanent bifurcation.
The evidence points to adjustable aperture.
Fortunes will be made and lost on which interpretation proves correct.
The data is public. The pattern is clear. The question is who adjusts first.
$BTC
BREAKING: The Federal Reserve Just Ended Quantitative Tightening. What Comes Next Changes Everything.
While markets obsess over rate cuts, Wall Street’s sharpest minds are focused elsewhere.
The real story: Fed officials are expected to announce Reserve Management Purchases at the December 10 FOMC meeting, initiating $20 to $40 billion in monthly Treasury bill acquisitions starting January 2026.
They will not call it Quantitative Easing.
But the math speaks for itself.
At the upper range, this injects $480 billion in fresh liquidity annually into a financial system where bank reserves just touched $3 trillion, their lowest level since the repo crisis of 2019.
Evercore ISI projects $35 billion monthly. UBS forecasts $40 billion. Goldman Sachs expects $20 billion net. The spread reveals uncertainty. The direction reveals intent.
Three years of balance sheet reduction. $2.4 trillion drained from markets. Now the tide reverses.
The mechanism is elegant: maturing mortgage backed securities, running off at $15 to $19 billion monthly, get reinvested into short duration T-bills. Duration shortens. Liquidity expands. The Fed maintains plausible deniability.
Mark Cabana of Bank of America warns investors are “underestimating” what the balance sheet announcement will deliver. Above $40 billion signals accommodation. Below $30 billion signals restraint.
The repo market already knows. SOFR rates have repeatedly breached the Fed’s policy corridor ceiling. The banking system is signaling: reserves are shifting from abundant to adequate, with scarcity looming.
For risk assets, this changes the calculus.
For inflation hawks, this raises the specter of policy error.
For those paying attention, this is the pivot hiding in plain sight.
December 10. Watch the implementation notes.
The era of tighthat ended. The era of managed expansion begins.
$BTC
While markets obsess over rate cuts, Wall Street’s sharpest minds are focused elsewhere.
The real story: Fed officials are expected to announce Reserve Management Purchases at the December 10 FOMC meeting, initiating $20 to $40 billion in monthly Treasury bill acquisitions starting January 2026.
They will not call it Quantitative Easing.
But the math speaks for itself.
At the upper range, this injects $480 billion in fresh liquidity annually into a financial system where bank reserves just touched $3 trillion, their lowest level since the repo crisis of 2019.
Evercore ISI projects $35 billion monthly. UBS forecasts $40 billion. Goldman Sachs expects $20 billion net. The spread reveals uncertainty. The direction reveals intent.
Three years of balance sheet reduction. $2.4 trillion drained from markets. Now the tide reverses.
The mechanism is elegant: maturing mortgage backed securities, running off at $15 to $19 billion monthly, get reinvested into short duration T-bills. Duration shortens. Liquidity expands. The Fed maintains plausible deniability.
Mark Cabana of Bank of America warns investors are “underestimating” what the balance sheet announcement will deliver. Above $40 billion signals accommodation. Below $30 billion signals restraint.
The repo market already knows. SOFR rates have repeatedly breached the Fed’s policy corridor ceiling. The banking system is signaling: reserves are shifting from abundant to adequate, with scarcity looming.
For risk assets, this changes the calculus.
For inflation hawks, this raises the specter of policy error.
For those paying attention, this is the pivot hiding in plain sight.
December 10. Watch the implementation notes.
The era of tighthat ended. The era of managed expansion begins.
$BTC
Macro for Degens: How Real-World Data and Macro Events Move Your Crypto (Explained)
1. The Fed & Interest Rates
The Federal Reserve holds eight FOMC meetings each year to decide interest rates, making it one of the most important macro events for crypto. Rate hikes tighten financial conditions: borrowing becomes more expensive, liquidity shrinks, and capital rotates away from risk assets. For crypto, that usually means downside pressure as speculative flows dry up. Rate cuts have the opposite effect—cheaper money, easier credit, and more liquidity that can boost risk assets. However, if cuts happen because something in the economy is breaking, panic can hit markets before any bullish impact appears.
Markets also react to expectations, not just the decision itself. A forecasted 0.25% cut might cause no volatility, while a surprise move or hints of more easing can send BTC pumping within minutes of the announcement. FOMC and CPI days often lead to sharp 5–15 minute volatility spikes.
Forward guidance is another key factor. Even without a hike, a “higher for longer’’ stance can weigh on crypto as markets dislike restrictive policy and uncertainty. Liquidity from the Fed’s balance sheet also matters. QE injects capital and has historically been strongly bullish for crypto, as seen in 2020–2021. QT, meanwhile, drains liquidity and acts as a steady headwind even when rates stay unchanged.
$BTC
1. The Fed & Interest Rates
The Federal Reserve holds eight FOMC meetings each year to decide interest rates, making it one of the most important macro events for crypto. Rate hikes tighten financial conditions: borrowing becomes more expensive, liquidity shrinks, and capital rotates away from risk assets. For crypto, that usually means downside pressure as speculative flows dry up. Rate cuts have the opposite effect—cheaper money, easier credit, and more liquidity that can boost risk assets. However, if cuts happen because something in the economy is breaking, panic can hit markets before any bullish impact appears.
Markets also react to expectations, not just the decision itself. A forecasted 0.25% cut might cause no volatility, while a surprise move or hints of more easing can send BTC pumping within minutes of the announcement. FOMC and CPI days often lead to sharp 5–15 minute volatility spikes.
Forward guidance is another key factor. Even without a hike, a “higher for longer’’ stance can weigh on crypto as markets dislike restrictive policy and uncertainty. Liquidity from the Fed’s balance sheet also matters. QE injects capital and has historically been strongly bullish for crypto, as seen in 2020–2021. QT, meanwhile, drains liquidity and acts as a steady headwind even when rates stay unchanged.
$BTC
QT is OVER, QE is NEXT 💥
FED balance sheet fell $37B in Nov to $6.53T, the lowest since 2020.
QT has removed $2.43T over 3.5 years, unwinding 51% of pandemic QE.
Treasuries & MBS both dropped again.
Rate cuts in next 3 days.
Liquidity returns next & crypto reacts first. 🚀
$BTC
FED balance sheet fell $37B in Nov to $6.53T, the lowest since 2020.
QT has removed $2.43T over 3.5 years, unwinding 51% of pandemic QE.
Treasuries & MBS both dropped again.
Rate cuts in next 3 days.
Liquidity returns next & crypto reacts first. 🚀
$BTC
🇸🇻 EL SALVADOR LEADING THE WORLD IN $BTC OWNERSHIP
📊 The recent study showed that around 72% of Salvadorans say they have owned Bitcoin at some point. Only about 24% of U.S. residents reported ever owning $BTC .
El Salvador remains #1 for both past and current $BTC ownership.
Strong adoption is also evident in Venezuela, Nigeria, Turkey, and the UAE, all of which rank above many European nations and the U.S.
The data shows that countries facing monetary instability are increasingly turning to Bitcoin as an alternative store of value or financial tool. 🟠
$BTC
📊 The recent study showed that around 72% of Salvadorans say they have owned Bitcoin at some point. Only about 24% of U.S. residents reported ever owning $BTC .
El Salvador remains #1 for both past and current $BTC ownership.
Strong adoption is also evident in Venezuela, Nigeria, Turkey, and the UAE, all of which rank above many European nations and the U.S.
The data shows that countries facing monetary instability are increasingly turning to Bitcoin as an alternative store of value or financial tool. 🟠
$BTC
If YZi Labs holds $10 billion, it will be the largest fund in the crypto market
According to the sharing of #johnwang - Head of crypto at Kalshi
In addition, YZi Labs will focus on 3 areas: Web3, Al, Biotech.
For those brothers who don't know yet, @YZi Labs is the former Binance Labs fund. Now it's renamed and operating as a separate entity, probably to make it easier to raise capital + avoid legal issues for the parent company.
But the strange point is that there's no mention of the Robotics sector
$BNB
According to the sharing of #johnwang - Head of crypto at Kalshi
In addition, YZi Labs will focus on 3 areas: Web3, Al, Biotech.
For those brothers who don't know yet, @YZi Labs is the former Binance Labs fund. Now it's renamed and operating as a separate entity, probably to make it easier to raise capital + avoid legal issues for the parent company.
But the strange point is that there's no mention of the Robotics sector
$BNB
What did CZ share at Binance Blockchain Week in Dubai?
According to Snow - an investor who participated in CZ's AMA session
Last night, while driving past the center of Abu Dhabi and seeing an entire building covered in Binance advertisements, the author suddenly realized: crypto is no longer on the fringes - it has truly stepped into the center of modern life.
One of the most notable points is that blockchain is currently too transparent, and privacy must become the standard if we want to attract mainstream users. An individual's transaction history should not be exposed to everyone.
Bitcoin was also mentioned as a technology that needs to continue evolving, especially in the context of quantum computing developing much faster than many people imagine. If BTC wants to maintain its central role in the ecosystem, upgrades are unavoidable.
Another major piece is on-chain FX and stablecoins. In the future, each major fiat currency will have multiple competing stablecoins. When real fiat money flows truly shift to the blockchain, on-chain FX could completely compete with the traditional FX market, which is worth trillions of USD per day, but for now, most people still underestimate this.
Regarding Al, it's predicted that this technology will deeply penetrate trading, but the strongest models will never be made public because the commercial benefits are too great. Even so, among countless Web3 stories, payments remain the most obvious application.
Another practical perspective: this cycle isn't that exciting, retail is still chasing memecoins, but that trend isn't sustainable. The builders are the ones who win in the end. As said: "No one loses if they keep building."
Of course, there are two major topics that, according to CZ, deserve more discussion from the community.
1. First is the Bitcoin upgrade roadmap.
Everyone talks about the price, about ETFs, but not about what will affect the next 10 years: How will Bitcoin resist quantum computers?
Which upgrade path is feasible?
2. Second is on-chain FX. We all see stablecoins exploding, but how many people actually think about traditional FX being shifted to the blockchain? If that happens, what are the barriers? Liquidity? Regulation? Or the on/off-ramp issue?
Crypto is entering a maturation phase. And the important question now is no longer "how much is the price," but how to build a new financial system that's better than the current one.
Those who continue building today will be the ones shaping that future.
Last night, while driving past the center of Abu Dhabi and seeing an entire building covered in Binance advertisements, the author suddenly realized: crypto is no longer on the fringes - it has truly stepped into the center of modern life.
One of the most notable points is that blockchain is currently too transparent, and privacy must become the standard if we want to attract mainstream users. An individual's transaction history should not be exposed to everyone.
Bitcoin was also mentioned as a technology that needs to continue evolving, especially in the context of quantum computing developing much faster than many people imagine. If BTC wants to maintain its central role in the ecosystem, upgrades are unavoidable.
Another major piece is on-chain FX and stablecoins. In the future, each major fiat currency will have multiple competing stablecoins. When real fiat money flows truly shift to the blockchain, on-chain FX could completely compete with the traditional FX market, which is worth trillions of USD per day, but for now, most people still underestimate this.
Regarding Al, it's predicted that this technology will deeply penetrate trading, but the strongest models will never be made public because the commercial benefits are too great. Even so, among countless Web3 stories, payments remain the most obvious application.
Another practical perspective: this cycle isn't that exciting, retail is still chasing memecoins, but that trend isn't sustainable. The builders are the ones who win in the end. As said: "No one loses if they keep building."
Of course, there are two major topics that, according to CZ, deserve more discussion from the community.
1. First is the Bitcoin upgrade roadmap.
Everyone talks about the price, about ETFs, but not about what will affect the next 10 years: How will Bitcoin resist quantum computers?
Which upgrade path is feasible?
2. Second is on-chain FX. We all see stablecoins exploding, but how many people actually think about traditional FX being shifted to the blockchain? If that happens, what are the barriers? Liquidity? Regulation? Or the on/off-ramp issue?
Crypto is entering a maturation phase. And the important question now is no longer "how much is the price," but how to build a new financial system that's better than the current one.
Those who continue building today will be the ones shaping that future.
💡Will Ethereum gas fees skyrocket in the future? How to know early and avoid getting "dumped on"?
@Vitalik Buterin says: Ethereum needs a gas fee prediction market right on the blockchain.
It's like betting on whether future gas fees will be high or low, and anyone can look at it to see what the community is expecting.
Gas fees are low today, but you guys might be worried: "What if they spike in 2 years? Will the upcoming upgrades really keep fees low?"
Vitalik suggests: if there's a gas futures market, the problem is solved. You guys can buy in advance the right to use a certain amount of gas in the future. It's like prepaying for electricity to hedge against rising prices.
For example: If you think gas will be expensive in 2026, you buy "future gas vouchers" right now. If you're right, you profit. If you're wrong, consider it buying peace of mind.
What do you guys think of this idea? I think it's pretty useful.
$ETH
@Vitalik Buterin says: Ethereum needs a gas fee prediction market right on the blockchain.
It's like betting on whether future gas fees will be high or low, and anyone can look at it to see what the community is expecting.
Gas fees are low today, but you guys might be worried: "What if they spike in 2 years? Will the upcoming upgrades really keep fees low?"
Vitalik suggests: if there's a gas futures market, the problem is solved. You guys can buy in advance the right to use a certain amount of gas in the future. It's like prepaying for electricity to hedge against rising prices.
For example: If you think gas will be expensive in 2026, you buy "future gas vouchers" right now. If you're right, you profit. If you're wrong, consider it buying peace of mind.
What do you guys think of this idea? I think it's pretty useful.
$ETH
48 HOURS THAT SHOOK THE WORLD
December 5: The European Union fines X €120 million. First penalty ever under the Digital Services Act.
December 7: The owner of X calls for the EU to be abolished.
“I mean it. Not kidding.”
8 million views. 194,000 likes. And counting.
This is not a regulatory dispute. This is the owner of the world’s town square, serving simultaneously as a senior US government official, calling for the dissolution of a 27-nation political union governing 450 million citizens and €17 trillion in combined GDP.
The sequence:
Fine issued. Ad account terminated. Abolition demanded.
Three moves. Forty-eight hours. The post-war European order now faces its most direct challenge from a private citizen since 1945.
What makes this different from every billionaire grievance before it:
He owns the platform.
He advises the American president.
He controls the satellites.
He builds the rockets.
He moves markets with single sentences.
The EU has no app store to threaten. No ad revenue to pull. No infrastructure leverage. Their only power was regulatory. And the man they fined just told 600 million monthly users their institution should cease to exist.
If Brussels escalates, they validate his narrative of overreach.
If Brussels retreats, they signal regulatory capture.
If Brussels ignores, they appear irrelevant.
There is no clean exit.
The question is no longer whether platforms are too powerful.
The question is whether anyone remains powerful enough to govern them.
We are watching the collision between 20th century institutions and 21st century infrastructure in real time.
The tribunal has been dismissed by the defendant.
What comes next has no precedent.
$BTC
December 7: The owner of X calls for the EU to be abolished.
“I mean it. Not kidding.”
8 million views. 194,000 likes. And counting.
This is not a regulatory dispute. This is the owner of the world’s town square, serving simultaneously as a senior US government official, calling for the dissolution of a 27-nation political union governing 450 million citizens and €17 trillion in combined GDP.
The sequence:
Fine issued. Ad account terminated. Abolition demanded.
Three moves. Forty-eight hours. The post-war European order now faces its most direct challenge from a private citizen since 1945.
What makes this different from every billionaire grievance before it:
He owns the platform.
He advises the American president.
He controls the satellites.
He builds the rockets.
He moves markets with single sentences.
The EU has no app store to threaten. No ad revenue to pull. No infrastructure leverage. Their only power was regulatory. And the man they fined just told 600 million monthly users their institution should cease to exist.
If Brussels escalates, they validate his narrative of overreach.
If Brussels retreats, they signal regulatory capture.
If Brussels ignores, they appear irrelevant.
There is no clean exit.
The question is no longer whether platforms are too powerful.
The question is whether anyone remains powerful enough to govern them.
We are watching the collision between 20th century institutions and 21st century infrastructure in real time.
The tribunal has been dismissed by the defendant.
What comes next has no precedent.
$BTC
GOLD HAS A BIG PROBLEM!!!
At an event in Dubai 3 days ago, Peter Schiff held up a gold bar on stage.
CZ asked him one simple question:
“Are you sure it’s real?”
Schiff’s response?
“I don’t know.”
And that’s the whole issue.
According to the London Bullion Market Association, the only way to confirm a gold bar with complete certainty is through fire assay, literally melting it down.
You have to destroy the asset to prove it’s authentic.
Meanwhile, Bitcoin verifies itself instantly.
No machines. No experts. No labs.
Just math, cryptography, and a ledger that anyone on Earth can audit in real time.
Gold has always sold itself on “scarcity.”
But scarcity doesn’t matter if you can’t prove the thing is genuine without melting it.
Here’s the part nobody wants to talk about:
5–10% of the global gold market is estimated to be counterfeit.
Bars filled with tungsten. Fake refinery stamps. Paper claims backed by… nothing.
Every vault and every transaction relies on trust, trust in a refiner, a custodian, a middleman.
Bitcoin relies on none of that.
Gold market cap: $29 trillion, built on “trust the system.”
Bitcoin market cap: $1.8 trillion, built on “verify for yourself.”
This isn’t old money vs. new money.
It’s manual verification vs. automated truth.
When the loudest gold advocate on Earth can’t authenticate a bar he’s holding, the problem isn’t Schiff, it’s the asset.
Physical commodities that can’t prove their authenticity are going to lose monetary premium to digital assets that can prove themselves every 10 minutes, forever.
The debate isn’t “Is Bitcoin money?”
The real question is:
“Was gold ever verifiable money in the first place?”
Watch where institutions move next.
The rotation has already started.
It wasn’t a panel discussion.
It felt like a eulogy.
$BTC
At an event in Dubai 3 days ago, Peter Schiff held up a gold bar on stage.
CZ asked him one simple question:
“Are you sure it’s real?”
Schiff’s response?
“I don’t know.”
And that’s the whole issue.
According to the London Bullion Market Association, the only way to confirm a gold bar with complete certainty is through fire assay, literally melting it down.
You have to destroy the asset to prove it’s authentic.
Meanwhile, Bitcoin verifies itself instantly.
No machines. No experts. No labs.
Just math, cryptography, and a ledger that anyone on Earth can audit in real time.
Gold has always sold itself on “scarcity.”
But scarcity doesn’t matter if you can’t prove the thing is genuine without melting it.
Here’s the part nobody wants to talk about:
5–10% of the global gold market is estimated to be counterfeit.
Bars filled with tungsten. Fake refinery stamps. Paper claims backed by… nothing.
Every vault and every transaction relies on trust, trust in a refiner, a custodian, a middleman.
Bitcoin relies on none of that.
Gold market cap: $29 trillion, built on “trust the system.”
Bitcoin market cap: $1.8 trillion, built on “verify for yourself.”
This isn’t old money vs. new money.
It’s manual verification vs. automated truth.
When the loudest gold advocate on Earth can’t authenticate a bar he’s holding, the problem isn’t Schiff, it’s the asset.
Physical commodities that can’t prove their authenticity are going to lose monetary premium to digital assets that can prove themselves every 10 minutes, forever.
The debate isn’t “Is Bitcoin money?”
The real question is:
“Was gold ever verifiable money in the first place?”
Watch where institutions move next.
The rotation has already started.
It wasn’t a panel discussion.
It felt like a eulogy.
$BTC
Bitcoin active addresses have been in a major downtrend since the launch of the Bitcoin ETF's in January 2024.
$BTC
$BTC
The Fed's balance sheet has shrunk 24% over the past 3 years while the S&P 500 has advanced 82%, dispelling the myth that the stock market is dependent on QE to rise. $SPX
Google searches for "dollar debasement" hit their highest level in history this quarter as Bitcoin and gold both set new all-time highs
Dollar debasement trade is on
$BTC
Dollar debasement trade is on
$BTC
BTC-Fi ➞ Finally Taking Shape
outlines the clear roadmap for the whole BTC-Fi sector:
- Bringing Bitcoin into DeFi
- Understanding the BTC-Fi stack
- Using BTC as collateral and for staking
- Managing risks and exiting positions
BTC-Fi is the movement that turns the 50 - 60% of Bitcoin sitting idle in cold wallets into active, yield-generating assets inside DeFi.
Examples of Projects ➞ The Roadmap Forward
@Babylon Labs _io ➞ Lets native BTC be staked to secure PoS chains (Cosmos, Osmosis, BOB). Users earn staking rewards without giving up ownership of their BTC.
@Lombard Protocol _Finance ➞ Focused on building a full yield-bearing system for Bitcoin assets. The Lombard SDK allows any ecosystem to plug BTC yield into their apps.
@Solv Protocol ➞ Turns BTC into SolvBTC, a yield-bearing version powered by the Staking Abstraction Layer (SAL). SolvBTC works cross-chain and is now widely used across multiple ecosystems.
$BTC
outlines the clear roadmap for the whole BTC-Fi sector:
- Bringing Bitcoin into DeFi
- Understanding the BTC-Fi stack
- Using BTC as collateral and for staking
- Managing risks and exiting positions
BTC-Fi is the movement that turns the 50 - 60% of Bitcoin sitting idle in cold wallets into active, yield-generating assets inside DeFi.
Examples of Projects ➞ The Roadmap Forward
@Babylon Labs _io ➞ Lets native BTC be staked to secure PoS chains (Cosmos, Osmosis, BOB). Users earn staking rewards without giving up ownership of their BTC.
@Lombard Protocol _Finance ➞ Focused on building a full yield-bearing system for Bitcoin assets. The Lombard SDK allows any ecosystem to plug BTC yield into their apps.
@Solv Protocol ➞ Turns BTC into SolvBTC, a yield-bearing version powered by the Staking Abstraction Layer (SAL). SolvBTC works cross-chain and is now widely used across multiple ecosystems.
$BTC
MARKETS EYE 0.25% FED CUT THIS WEEK
Markets continue to price in a 0.25% cut at Wednesday’s FOMC meeting.
It is the key event of the week, with liquidity, risk appetite and positioning all hinging on the rate call.
A delayed JOLTS report also arrives.
Bitcoin often sees downward pressure into FOMC announcements, with volatility driven by how traders interpret Fed language on future policy.
$BTC
Markets continue to price in a 0.25% cut at Wednesday’s FOMC meeting.
It is the key event of the week, with liquidity, risk appetite and positioning all hinging on the rate call.
A delayed JOLTS report also arrives.
Bitcoin often sees downward pressure into FOMC announcements, with volatility driven by how traders interpret Fed language on future policy.
$BTC
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